+1,008.4%
ASX vs ARWR
+1,009.4%
-1.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.4% | -3.5% |
| 7D | +22.1% | -17.9% | +40.0% | +24.8% |
| 30D | -23.8% | -18.9% | -4.9% | -21.8% |
| 3M | -7.6% | -46.0% | +38.3% | -0.5% |
| 6M | +6.9% | -40.3% | +47.3% | +13.6% |
| YTD | +127.7% | -29.0% | +156.7% | +135.6% |
| 1Y | +144.5% | +13.8% | +130.7% | +137.6% |
| 3Y | +377.8% | +74.9% | +302.9% | +318.8% |
| 5Y | +498.2% | -36.2% | +534.5% | +463.0% |
| All | +1,008.4% | +1,009.4% | -1.0% | +791.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling